+502.9%
TEAM vs MUB
+17.4%
+485.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.3% | +1.4% |
| 7D | -4.7% | -0.7% | -4.0% | -3.8% |
| 30D | +17.0% | -2.0% | +19.0% | +20.1% |
| 3M | +85.9% | -2.5% | +88.4% | +92.5% |
| 6M | +116.7% | -2.3% | +119.0% | +123.8% |
| YTD | +9.6% | -1.3% | +10.9% | +11.8% |
| 1Y | -2.5% | +1.1% | -3.6% | -3.5% |
| 3Y | -14.0% | +8.2% | -22.2% | -21.7% |
| 5Y | -53.1% | +1.5% | -54.6% | -55.0% |
| 10Y | +502.9% | +17.6% | +485.4% | +439.6% |
| All | +502.9% | +17.4% | +485.5% | +439.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded MUB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling